VAG
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VisionPoint Advisory Group’s Palantir PLTR Stock Holding History

VisionPoint Advisory Group’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
6,493
+1,048
+19% +$167K 0.19% 122
2026
Q2 		$635K Sell
5,445
-354
-6% -$48.3K 0.1% 217
2026
Q1 		$848K Buy
5,799
+320
+6% +$48.9K 0.16% 144
2025
Q4 		$974K Buy
5,479
+339
+7% +$61.4K 0.19% 117
2025
Q3 		$938K Buy
5,140
+417
+9% +$67.6K 0.19% 128
2025
Q2 		$644K Buy
+4,723
New +$554K 0.14% 162
2024
Q3 		– Sell
-600
Closed -$15.2K – 633
2024
Q2 		$15.2K Hold
600
– – 0.01% 437
2024
Q1 		$13.8K Hold
600
– – 0.01% 428
2023
Q4 		$10.3K Hold
600
– – ﹤0.01% 419
2023
Q3 		$9.6K Buy
+600
New +$9.56K ﹤0.01% 447

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

VisionPoint Advisory Group's PLTR Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Palantir (PLTR) stake by 19% in Q3 2026, buying an estimated $167K and bringing the position to 6,493 shares worth $1.21M. The position accounts for 0.19% of the portfolio, ranked #122.

VisionPoint Advisory Group first reported a position in PLTR in Q3 2023 and has held it in 10 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • VisionPoint Advisory Group held 6,493 shares of Palantir worth $1.21M as of Q3 2026.
  • VisionPoint Advisory Group bought 1,048 Palantir shares in Q3 2026, an estimated $167K.
  • Palantir made up 0.19% of VisionPoint Advisory Group's portfolio in Q3 2026, its #122 holding.
  • VisionPoint Advisory Group first reported a position in Palantir in Q3 2023 and has held it in 10 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.